Roth Financial Group, Merritt Island, Florida

Newsletters

HOT TOPIC: Social Security and Medicare: The Clock Is Ticking

According to this year’s Trustees report, Social Security recipients might face a benefit cut in 2034 unless Congress acts soon to strengthen the program.
What Happens to Your Time Horizon at Retirement?

When entering retirement, investment strategy typically shifts from a single, goal-based fixed time horizon to a multilayered, interrelated series of time periods.
Index Funds: Traditional and Not-So-Traditional

While all index funds attempt to track the performance of a market index, there are hundreds of indexes and at least two alternate approaches to traditional indexing.
Teens Say Social Media Takes a Toll on Mental Health

Many parents are concerned about the well-being of their children as they navigate the digital landscape.

Car Affordability

How much can you afford to pay for a car?
College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.
Savings Accumulation

Estimate the future value of your current savings.
Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.